Interact to see
Advertisement
Advertisement
CNPEX vs JWGRX
CNPEX vs JWGRX Comparison
Open Charts CNPEX vs JWGRX
CNPEX vs JWGRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CNPEX vs. JWGRX commentary
Sep 13, 2026
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is CNPEX is a StrongBuy and JWGRX is a Buy.
FUNDAMENTALS
Fundamentals
CNPEX has more cash in the bank: 169B vs. JWGRX (4.77B). CNPEX pays higher dividends than JWGRX: CNPEX (0.73) vs JWGRX (0.24). CNPEX was incepted earlier than JWGRX: CNPEX (25 years) vs JWGRX (17 years). JWGRX (1.24) is less costly to investors than CNPEX (0.98). JWGRX is a more actively managed with annual turnover of: 33.00 vs. CNPEX (23.00). CNPEX has a lower initial minimum investment than JWGRX: CNPEX (250) vs JWGRX (2500). JWGRX annual gain was more profitable for investors over the last year : 4.76 vs. CNPEX (3.57). JWGRX return over 5 years is better than : 21.09 vs. CNPEX (9.55).
| CNPEX | JWGRX | CNPEX / JWGRX | |
| Total Expense Ratio | 0.98 | 1.24 | 79% |
| Annual Report Gross Expense Ratio | 0.98 | 1.24 | 79% |
| Fund Existence | 25 years | 17 years | - |
| Gain YTD | 6.389 | 9.971 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 169B | 4.77B | 3,541% |
| Annual Yield % from dividends | 0.73 | 0.24 | 311% |
| Returns for 1 year | 3.57 | 4.76 | 75% |
| Returns for 3 years | 38.36 | 46.74 | 82% |
| Returns for 5 years | 9.55 | 21.09 | 45% |
| Returns for 10 years | 111.76 | 124.25 | 90% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| DFIEX | 22.95 | 0.16 | +0.70% |
| DFA International Core Equity 2 I | |||
| CNWGX | 29.96 | 0.17 | +0.57% |
| Calamos Evolving World Growth A | |||
| HFYYX | 16.32 | N/A | N/A |
| Hartford Schroders Intl Multi-Cp Val Y | |||
| JDSAX | 26.95 | N/A | N/A |
| Janus Henderson Small Cap Value A | |||
| IMCVX | 10.11 | N/A | N/A |
| Voya Multi-Manager Mid Cap Value I | |||